See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,338 | $109,413-85.1% | $156,263-89.5% | $84,808-80.7% |
| Participation rate | 95.7% | 72.7%+23.1pp | 78.9%+16.8pp | 68.3%+27.4pp |
| Annual return | 13.33% | 20.18%-6.9pp | 59.47%-46.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,185 | $2,907-59.2% | $4,333-72.7% | $2,631-55.0% |
| Participant deferral / active EE | $3,239 | $4,590-29.4% | $6,158-47.4% | $4,212-23.1% |
| Admin fee / account holder | $1,922 | $9,357-79.5% | $14,255-86.5% | $7,344-73.8% |